Time enter using moible app
Is there a way to enter a time spent on a ticket using the mobile app?
Report of the week - How do I create essential sales funnel charts on my CRM data?
Funnel charts are used to represent the flow of a process (business metric) across phases. It is primarily used to visualize the progressive reduction in your data metric as it passes from one phase to another. Each stage in the funnel corresponds to a phase in your business process flow. It visually represents the value or percentage of the data metric in comparison to the initial value or the previous stage value. The funnels in the following video have been created using the sales data in Zoho
Not Changing of storage percent
Hi Zoho Team, we need help in terms of not changing of storage percent although we erased already 1000 plus messages. also, we already signed out the email humanreseources@ngcb.ph but still the percentage was not changing. For assistance please. We appreciate your immediate action toward this matter. Thank you. Have a nice day.
upgraded account to zoho one email still says to upgrade
Do I need to do anything with my zoho mail now that I have zoho one? It says to upgrade but I did. Thanks
CRM Spam
I am getting quit a bit of spam on my CRM form any suggestions?
Sorting Contacts alphabetically by Last Name
How can I sort contacts by Last Name and make default for printing etc.? Current default options are Ascending/Descending only by First Name.
Allow items to be added or deleted in to partially shipped sales orders
We make sales order of 50 items, we ship half of the items, and customer calls please make adjustment from my sales order, from remaining items, i need to cancel this item and add this item instead. You are using zoho, what happened, you have to delete all the packages (even if they are 30 packages) you have to delete all shipments and packages for making the changes. OMG! I dont know, why zoho have restricted sales orders to be updated. you know customers always make changes in their orders and
NO ME PERMITE GUARDAR CAMBIOS.
Hola, he estado teniendo muchos problemas para guardar cambios en mi cuenta de ZOHO CRM. Puedo acceder, pero al momento de guardar un nuevo contacto, cuenta, actividades, etc... No me permite guardarlos, al dar clic en guardar la pantalla se queda congelada. Lleva varios días este problema, a veces funciona pero mayormente no. ¿Hay algo que pueda hacer? Gracias.
Removing custom actions button from print
Is there a way to remove the custom actions buttons when exporting to a pdf or printing?
The columns function does not seem to be working?
made 4 templates with the 2 columns in them. In a test email these show as 1 column. So i decided to look at a predefined email to see what's up. So i opened up business32. Here the entire background is black and if i mail it to myself it also has the same problem! Both columns turn into 1. See screenshots. Please help.
Ask the Experts: Q&A session on Blueprint in Zoho CRM
Hey folks! Welcome to the first Ask the Experts session of 2018! We're kicking off this year with one of Zoho CRM community's most popular topics—Blueprint. Blueprint is one of Zoho CRM’s most efficient features:It helps you design and define your sales process at every stage. The simple drag-and-drop interface makes it simpler and easier to visualize your process flow. Blueprint covers everything an user will need to move from step to step, and it bundles the configuration neatly. If you've
Text field predictions could improve
When I create an invoice an start typing my customer's last name in the Customer Name field, it doesn't find my customer. It only finds it if I type the customer's first name. I think this functionality should be in place as I consider it to be basic. Xero can do this. I hope Zoho will fix this. Thanks.
Zoho Books and scheduling
Hi I have a window repair company and i was wondering if there is a way to integrate zoo books with some sort of task manager. I'm looking for a solution with the following features - After an invoice is issued the job is added to the system and the driver (hoping for a mobile app here) can see his task on an android phone. - After the job is completed driver can mark it as done from his phone. - If there are problems they can submit a support request through there - Maybe an ability to add pictures
Zoho mail not working in my Company since Morning.
viral@ncsindia.in rajiv@ncsindia.in bhumika@ncsindia.in and there are multiple other id on the domain which are not working since morning creating a lot of problem in receiving and sending the mail. Kindly advice and resolve at an earliest.
Nested IF Statements with && for determining IF greater than and less then help please
I have a currency field in Potentials called 'Initial Opportunity Value'. I'm wanting to create a new formula field that gives a simple number score, based on a banding of values for which the 'Initial Opportunity Value' will be populated. So: If Potentials.Initial Opportunity Value is greater than or equal to £1 & less than or equal to £2500 then equals 1 OR If Potentials.Initial Opportunity Value is greater than £2500 & less than or equal to £10000 then equals 2 OR If Potentials.Initial Opportunity
unable to access my zoho email
Some days ago I noticed you changed the way I get into my zoho website. Now I can't see any link to access my zoho email. Could you tell me how to fix that problem? Thank you, Jon
Don`t receive a letters from some senders
Hi! Domain name - practic.bz. Now we not receive a letters from senders, from domain names astrid-shop.com or comcom.com.ua/ Where is problem? Its very bad for us not receive mail from our clients.
Problem: Want to HIDE a Custom Field that is no longer needed on PDF transactions... Books won't let me
So I have a custom ITEM field which we displayed on templates. We no longer want to show the custom field on templates but have it available HOWEVER when I try to change it to "Do not show on PDF transactions" it says Almost there, but... Transactions have been created with the custom field. Hence it cannot be deleted. I am not deleting the custom field... I just want to NOT SHOW on PDF Transactions. Another issue... how am I supposed to know what transactions have the custom fields if it does not
UI
Hi - It would be great to be able to have more control in setting the size of fields, fonts etc in the system. It would make a a big difference to be able to fit more on the screen as the default font is much larger than it needs to be and there is too much space around many of the fields and labels. Thanks!
Custom Fields show in zBooks screen BUT NOT zInventory for same page
We use sales orders. When our warehouse staff use zInventory custom fields are not shown BUT The exact same Edit Sales order page in zBooks DOES show the custom fields should these not display the same? Zoho Books Screenshot - unable to insert pic... forum bug? See attached instead Zoho Inventory Screenshot of same page - unable to insert pic... forum bug? See attached instead
Something is wrong with calendar groups
Hi, I have multiple groups in my account and some users as members of those groups. For some unknown reason, users are not automatically subscribed to the groups calendar's they belong to. But if I create a new group right now, all the user that belong to it, are automatically subcribed to the group's calendar. To summarise, 3 weeks ago created groups didn't auto subscribe their members to the groups calendar. New groups created right now, have it member subscribed to the groups calendar automatically.
Stateless form button 'on click' won't update record (or do anything at all!)
I'm going crazy over this one since I can't figure out what's wrong. I have a stateless form that fetches data from an existing form in order to update a specific record. I know that the code works because when I use it on another field (on input) it does updates the records, but the same code when used under on click on a stateless form button I doesn't do anything. I tried an alert, or using openURL to open a new window, just to see if the onClick was doing anything but it doesn't seem to be. This
Travel in 2017 - A Zoho Reports Travelogue
From revamping our entire charting framework to releasing powerful Mobile BI apps for mobile devices, Zoho Reports has had an eventful 2017. Not just that, we have added close to Half a Million Users last year!! As we start a new year, we want to take this opportunity to thank you all for your constant support and feedback. We wouldn't be here without you. Here's an Infographic that highlights the key product milestones in 2017: You can read the complete list of what was new here. Cheers, Zoho Reports
Zoho CRM reports consistent naming conventions
We are using Zoho CRM Plus, which has built-in integration and data sync between Zoho CRM and Zoho Reports. Getting into building some Query table and quickly got frustrated with the inconsistent naming conventions of fields between tables. For example, the field "AccountID" in the Accounts table is listed as "Account ID" (see the space?) in the Contacts table. When writing queries it is cumbersome to have to remember these slight variations.
Welcome to the Zoho Flow Community!
Zoho Flow is an integration platform that helps you connect web applications and automate complex business workflows in minutes. You can easily create and customize integrations, adapt them to dynamic business needs, and collaborate with your teammates on building centralized integrations. This space is exclusively for us to hear your thoughts, so get started and share some amazing integration ideas and latest updates that we automation peers would love to hear!
Impossible to build views across multiple modules
We have been testing ZOHO ONE and were quite impressed with the functions. Generally it would offer all feature we need. Even if not really integrated with other modules (see e.g. CRM and Campaigns) we think ZOHHO is on a good way. What we can´t understand (and which is a complete show stopper for us) that it isn´t possible to retrieve data across various modules or even related lists within the CRM. It is not possible to select all Contacts, with a sales order greater 10,000 AND with no open tickets
Survey Widget
Hello! I would like to have the possibility of adding to my website a "widget" of the style as it works "Zoho SalesIQ" that allows me to indicate the place, color, a text with a call to action "complete the survey and earn a discount " And if I could "capture/sync" data from Zoho CRM as it does "Zoho SalesIQ" (to identify visits/customers) better still. Thank you
Add a public ''subscribed-to'' calendar to free/busy
I subscribed to a public calendar which belongs to me (created under Google Agenda). It is shown under "Other Calendars" rather than under "My Calendars". I'd like to use this calendar and include it in my "free/busy" information so that the rest of the organization know when I am unavailable due to event scheduled in my Google Account.
Not receiving Group mail from outside mail
Hi guys, I am not receiving any emails from outside my domain when sent to group. eg. xxx@hotmail.com sends to info@domain.com=> email not received. xxx@domain.com (same organization) sends toinfo@domain.com => email received.
Usability enhancements for reports
As a followup to this post : https://help.zoho.com/portal/community/topic/readability-enhancement-for-reports, we are planning to rollout a few more changes which will enhance the usability of reports. These changes will be in correspondence to displaying aggregate values, custom actions and custom filters in reports. You can find a brief explanation below :- Aggregate Values Summary. As of now you can see the aggregate values at the bottom of every column in a list report, after this update it will
Tip #1- Why swimlanes?
Lanes define a clear path to reach your destination. In Agile, swimlane is one such concept that sets a simple and clear process of the work that you do. The concept of swimlane can be related to the pool, where the swimmers gather in their respective
Date format
Can I change the date format to UK one? Thanks.
Archived emails are lost
Hi, I click on the archive email, the mail gets removed from my inbox and then it is nowhere to be found!!! It is not in my "all email" folder, it is not in the archive folder. But if I search specifically for it I will find it. Any ideas why this happens and how this can work properly? Thanks
Calculations based on If Statements from dropdown field
Hi Zoho, I have a calculation that I need done only if a certain drop down field is selection (Yes/No option). For example: Drop down field - Is this a VAT customer? Yes/No If Yes: Amount = 100 VAT Amount = Amount - (Amount / 1.19) Net Amount = Amount - (Amount - (Amount / 1.19) If No Amount = 100 VAT Amount = 0 Net Amount = Amount Do you have any suggestions how I can reach this result? Thank you
invoice viewed notification or status?
is there any way to know if a client has opened an invoice? maybe by sending an email or push notification to us letting us know?
How to mass delete notes?
Is it possible to mass delete for example all the notes created before a certain date? It would be very useful
UNBLOCKING OF EMAIL
Hi Zoho Team, Good day. may I request to please unblock the email purchasingeng@ngcb.ph. Thank you in advanced.
Google Drive
I would like to see Google drive integration. With full directory syncing not just one directory/files within a directory. I cannot use the Zoho Docs app for Windows because it will always map to Zoho Docs, instead of my companies network drive / main file location. If you made this possible i could migrate more of my services to Zoho
How to pass Append Entity Parameter when calling the webhooks
Hi, I create a Custom Module (Person). Then I add a field "First Name" Then I create a webhooks using Module "Person" Notify URL: www.testURL.com/zoho/onBoard Append Entity Parameter: Parameter Name: first-name Parameter Value: Person.First Name Preview URL: https://www.testURL.com/zoho/onBoard?first-name=${Person.First Name} Then when I tried to triggered my webhooks it return "HTTP RESPONSE 400". When I checked our logs if it hit the API: it only send the "https://www.testURL.com/zoho/onBoard"
sync scheduled calls with office 365 calendar
need to have scheduled calls sync with office 365 calendar just like events do.
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